Chubb Ltd
CB- Exchange
- NYSE
- Industry
- Fire, Marine & Casualty Insurance
- SEC CIK
- 0000896159
In the last 90 days, Chubb Ltd insiders filed 0 open-market purchases and 2 sales; 2,173 institutions reported holding it in 13F filings for Q2 2026, worth $119.2B in total; 3 superinvestors hold it, including Berkshire Hathaway and Viking Global Investors.
13F holders, Q4 2023
Institutional positions in Chubb Ltd as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,607
- +141 vs. Q3 2023
- Shares held
- 361.9M
- +1.04M (+0.3%) vs. Q3 2023
- Total value
- $81.8B
- +$6.61B (+8.8%) vs. Q3 2023
- New holders
- 224
- 593 more added
- Sold out
- 83
- 561 more reduced
20 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,173 | $119.2B |
| Q1 2026 | 2,126 | $114.6B |
| Q4 2025 | 2,060 | $110.6B |
| Q3 2025 | 1,931 | $97.3B |
| Q2 2025 | 1,962 | $103.2B |
| Q1 2025 | 1,927 | $108.9B |
| Q4 2024 | 1,910 | $99.4B |
| Q3 2024 | 1,812 | $103.7B |
| Q2 2024 | 1,716 | $92.2B |
| Q1 2024 | 1,705 | $93.6B |
| Q4 2023 | 1,608 | $81.8B |
| Q3 2023 | 1,487 | $75.4B |
| Q2 2023 | 1,489 | $69.5B |
| Q1 2023 | 1,472 | $71.1B |
| Q4 2022 | 1,490 | $80.6B |
| Q3 2022 | 1,363 | $66.7B |
| Q2 2022 | 1,411 | $72.6B |
| Q1 2022 | 1,405 | $80.4B |
| Q4 2021 | 1,330 | $73.0B |
| Q3 2021 | 1,216 | $66.2B |
| Q2 2021 | 1,220 | $61.3B |
| Q1 2021 | 1,215 | $62.6B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Chubb Ltd; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cox Capital Mgt LLC | 16,661 | $3.77M | 2.46% | +5,407+48.0% | Added |
| Plimoth Trust Co LLC | 16,659 | $3.76M | 1.09% | −87−0.5% | Reduced |
| Metropolitan Life Insurance Co | 16,606 | $3.75M | 0.18% | −388−2.3% | Reduced |
| Varma Mutual Pension Insurance Co | 16,600 | $3.75M | 0.04% | +16,600 | New |
| Citizens National Bank Trust Department | 16,516 | $3.73M | 0.95% | +360+2.2% | Added |
| Pinnacle Associates Ltd | 16,461 | $3.72M | 0.06% | −54−0.3% | Reduced |
| New Vernon Investment Management LLC | 16,391 | $3.70M | 4.27% | 00.0% | Unchanged |
| Whittier Trust Co | 16,371 | $3.70M | 0.06% | −68−0.4% | Reduced |
| Romano Brothers and Company | 16,200 | $3.66M | 0.55% | −30−0.2% | Reduced |
| Twin Capital Management Inc | 16,184 | $3.66M | 0.48% | −366−2.2% | Reduced |
| Wesbanco Bank Inc | 16,042 | $3.63M | 0.21% | −2,729−14.5% | Reduced |
| SPC Financial, Inc. | 15,993 | $3.61M | 0.37% | +1,024+6.8% | Added |
| Chicago Trust Co NA | 15,988 | $3.61M | 0.80% | −799−4.8% | Reduced |
| Umb Bank N A | 15,853 | $3.58M | 0.05% | −3,820−19.4% | Reduced |
| Legacy Wealth Management, LLC | 15,828 | $3.58M | 1.72% | −140−0.9% | Reduced |
| Concurrent Investment Advisors, LLC | 15,786 | $3.57M | 0.17% | +15,786 | New |
| Boit C F David | 15,365 | $3.48M | 1.97% | +1,167+8.2% | Added |
| HRT Financial LP | 15,340 | $3.47M | 0.03% | +15,340 | New |
| Brendel Financial Advisors LLC | 15,217 | $3.44M | 2.25% | −375−2.4% | Reduced |
| Cincinnati Indemnity Co | 15,047 | $3.40M | 8.51% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 14,908 | $3.37M | 1.57% | +392+2.7% | Added |
| Ar Asset Management Inc | 14,906 | $3.37M | 0.88% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 14,898 | $3.37M | 0.04% | −146−1.0% | Reduced |
| Cetera Advisors LLC | 14,833 | $3.35M | 0.05% | +423+2.9% | Added |
| Bristlecone Advisors, LLC | 14,766 | $3.34M | 0.34% | −190−1.3% | Reduced |
| Thomasville National Bank | 14,632 | $3.31M | 0.29% | +11+0.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 14,535 | $3.28M | 0.23% | +409+2.9% | Added |
| Jackson Square Capital, LLC | 14,524 | $3.28M | 1.06% | −14,746−50.4% | Reduced |
| Norinchukin Bank, The | 14,473 | $3.27M | 0.08% | −1,720−10.6% | Reduced |
| New Hampshire Trust | 14,410 | $3.26M | 0.78% | −84−0.6% | Reduced |
| Savant Capital, LLC | 14,395 | $3.25M | 0.04% | +179+1.3% | Added |
| Community Bank, N.A. | 14,185 | $3.21M | 0.42% | +191+1.4% | Added |
| Weil Company, Inc. | 14,145 | $3.20M | 1.40% | +30.0% | Added |
| 1832 Asset Management L.P. | 14,123 | $3.19M | 0.01% | +61+0.4% | Added |
| LSV Asset Management | 14,099 | $3.19M | 0.01% | 00.0% | Unchanged |
| Putnam Investments LLC | 14,040 | $3.17M | 0.00% | −3,120−18.2% | Reduced |
| Somerset Trust Co | 14,036 | $3.17M | 1.39% | −610−4.2% | Reduced |
| Park Avenue Securities LLC | 13,863 | $3.13M | 0.04% | −1,575−10.2% | Reduced |
| Nicollet Investment Management, Inc. | 13,746 | $3.11M | 1.27% | −227−1.6% | Reduced |
| South Dakota Investment Council | 13,729 | $3.10M | 0.07% | 00.0% | Unchanged |
| Adviser Investments LLC | 13,623 | $3.08M | 0.04% | +11,550+557.2% | Added |
| KCM Investment Advisors LLC | 13,534 | $3.06M | 0.12% | −1,410−9.4% | Reduced |
| Vident Advisory, LLC | 13,523 | $3.06M | 0.08% | +8+0.1% | Added |
| Trexquant Investment LP | 13,492 | $3.05M | 0.07% | −25,704−65.6% | Reduced |
| Ossiam | 13,469 | $3.04M | 0.05% | +533+4.1% | Added |
| Credit Agricole S A | 13,447 | $3.04M | 0.06% | +7,798+138.0% | Added |
| Delta Capital Management LLC | 13,447 | $3.04M | 2.12% | −20−0.1% | Reduced |
| Wunderlich Capital Managemnt | 13,416 | $3.03M | 1.36% | −527−3.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 13,403 | $3.03M | 1.56% | +343+2.6% | Added |
| Unison Advisors LLC | 13,296 | $3.02M | 0.32% | +53+0.4% | Added |
| Veriti Management LLC | 13,322 | $3.01M | 0.27% | +760+6.0% | Added |
| Marble Harbor Investment Counsel, LLC | 13,281 | $3.00M | 0.37% | +50+0.4% | Added |
| Vinva Investment Management Ltd | 13,345 | $3.00M | 0.21% | +1,153+9.5% | Added |
| apricus wealth, LLC | 13,232 | $2.99M | 2.28% | +73+0.6% | Added |
| Wintrust Investments LLC | 13,124 | $2.97M | 0.29% | +1,684+14.7% | Added |
| Stonebrook Private Inc. | 13,079 | $2.96M | 0.99% | +13,079 | New |
| Karpas Strategies, LLC | 13,056 | $2.95M | 0.98% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 13,031 | $2.95M | 1.07% | −95−0.7% | Reduced |
| Van Eck Associates Corp | 13,028 | $2.94M | 0.01% | +417+3.3% | Added |
| Horiko Capital Management LLC | 13,053 | $2.94M | 1.06% | +4,856+59.2% | Added |
| Level Four Advisory Services, LLC | 12,967 | $2.93M | 0.16% | +371+2.9% | Added |
| Atria Wealth Solutions, Inc. | 12,889 | $2.92M | 0.04% | +160+1.3% | Added |
| Patten Group, Inc. | 12,902 | $2.92M | 0.79% | +21+0.2% | Added |
| Toroso Investments, LLC | 12,877 | $2.91M | 0.07% | +7,229+128.0% | Added |
| Alpha DNA Investment Management LLC | 12,833 | $2.90M | 1.72% | +1,997+18.4% | Added |
| Parallax Volatility Advisers, L.P. | 12,797 | $2.89M | 0.08% | +8,623+206.6% | Added |
| Bokf, NA | 12,765 | $2.88M | 0.06% | +147+1.2% | Added |
| First National Trust Co | 12,730 | $2.88M | 0.13% | −69−0.5% | Reduced |
| Tiaa Trust, National Association | 12,716 | $2.87M | 0.01% | −33,099−72.2% | Reduced |
| Phoenix Wealth Advisors | 12,440 | $2.83M | 1.97% | −722−5.5% | Reduced |
| IFG Advisory, LLC | 12,492 | $2.82M | 0.21% | +301+2.5% | Added |
| Prospera Financial Services Inc | 12,405 | $2.80M | 0.09% | −850−6.4% | Reduced |
| Slow Capital, Inc. | 12,306 | $2.79M | 0.48% | +93+0.8% | Added |
| MV Capital Management, Inc. | 12,240 | $2.77M | 0.35% | +99+0.8% | Added |
| First National Advisers, LLC | 12,229 | $2.76M | 0.80% | +2,731+28.8% | Added |
| Brown Miller Wealth Management, LLC | 12,128 | $2.74M | 1.37% | +168+1.4% | Added |
| Mach-1 Financial Group, Inc. | 11,968 | $2.70M | 1.03% | +1,630+15.8% | Added |
| Texas Yale Capital Corp. | 11,926 | $2.70M | 0.13% | +14+0.1% | Added |
| United Services Automobile Association | 11,846 | $2.68M | 0.06% | +864+7.9% | Added |
| Banque Cantonale Vaudoise | 11,810 | $2.67M | 0.12% | −2,866−19.5% | Reduced |
| Quantinno Capital Management LP | 11,584 | $2.62M | 0.09% | +2,834+32.4% | Added |
| LVW Advisors, LLC | 11,559 | $2.61M | 0.49% | −2,341−16.8% | Reduced |
| Mattern Wealth Management LLC | 11,551 | $2.61M | 0.67% | +403+3.6% | Added |
| Prio Wealth Limited Partnership | 11,423 | $2.58M | 0.09% | +41+0.4% | Added |
| Boston Private Wealth LLC | 11,386 | $2.57M | 0.06% | −1,105−8.8% | Reduced |
| Principal Securities, Inc. | 11,329 | $2.56M | 0.10% | +11,329 | New |
| Vontobel Holding Ltd. | 11,265 | $2.55M | 0.02% | −665−5.6% | Reduced |
| Herold Advisors, Inc. | 11,159 | $2.52M | 0.70% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 10,959 | $2.48M | 0.32% | −78−0.7% | Reduced |
| Smith, Salley & Associates | 10,937 | $2.47M | 0.16% | −343−3.0% | Reduced |
| Accurate Wealth Management, LLC | 10,775 | $2.45M | 0.76% | −431−3.8% | Reduced |
| Ameritas Investment Partners, Inc. | 10,768 | $2.43M | 0.09% | −1,649−13.3% | Reduced |
| Buckhead Capital Management LLC | 10,755 | $2.43M | 0.90% | +1,000+10.3% | Added |
| CFS Investment Advisory Services, LLC | 10,730 | $2.42M | 0.44% | −103−1.0% | Reduced |
| National Asset Management, Inc. | 10,576 | $2.40M | 0.06% | −297−2.7% | Reduced |
| Maxwell Wealth Strategies Inc. | 10,590 | $2.39M | 1.56% | +10,590 | New |
| Everence Capital Management Inc | 10,550 | $2.38M | 0.17% | +1,690+19.1% | Added |
| HMS Capital Management, LLC | 10,547 | $2.38M | 1.47% | −60−0.6% | Reduced |
| Dynamic Advisor Solutions LLC | 10,431 | $2.38M | 0.09% | +378+3.8% | Added |
| Hanson & Doremus Investment Management | 10,477 | $2.37M | 0.45% | +1,896+22.1% | Added |